![]() However, if you wish to see linear trends over all three years, simply add Years to your choice in the Groupings dialog box. We might use this information to see if there are seasonal sales trends throughout the year, based on several years of data. ![]() Using Month as a filter combines the sales data for each month into one line, representing the sum of all three years. Notice that in our example, there are three years’ worth of data. Step Two: Group your PivotTable by Month and Year Using the Starting at: and Ending at: fields, you can even specify the range of dates that you want to group if you don’t want to group the entire list. Right-Click on any cell within the Dates column and select Group from the fly-out list. To follow using our example data, download Group PivotTables by Month.xlsx Images in this article were taken using Excel 2013 on the Windows 7 OS. Steps shown below apply to Excel 2007 and later. To use the Group feature within a PivotTable, create or open the PivotTable that contains data organized by date. ![]() By grouping within the PivotTable itself, you avoid constantly changing your source data and creating multiple PivotTables from the same data. One such feature allows you to view data by date groupings (such as month, quarter, even week and hour of day). PivotTables have some useful “hidden” features that can make interpreting your data even easier. By Tepring Crocker Categories: Excel®, PivotTables Tags: Excel, excel pivottable group by month, PivotTable ![]()
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